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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1501
Trinity Financial Advisors
Ohio
$239K +$239K +741 New
NCM
1502
Nelson Capital Management
California
$239K – – –
AGC
1503
Aspen Grove Capital
Colorado
$238K +$238K +739 New
BWA
1504
BDO Wealth Advisors
Florida
$236K -$29K -90 -11%
FOA
1505
Five Oceans Advisors
California
$235K +$1.29K +4 +0.6%
EG
1506
Ellerson Group
Maryland
$235K -$3.23K -10 -1%
FPCP
1507
Fort Point Capital Partners
California
$235K +$23.5K +73 +11%
QC
1508
QCM Cayman
Texas
$235K +$235K +728 New
VCG
1509
Vantage Consulting Group
Virginia
$234K -$15.5K -48 -6%
SA
1510
Syntax Advisors
New York
$234K -$15.5K -48 -6%
OPWM
1511
Oxinas Partners Wealth Management
Indiana
$234K +$234K +727 New
MAM
1512
McLean Asset Management
Virginia
$234K +$968 +3 +0.4%
WTA
1513
Washington Trust Advisors
Massachusetts
$234K – – –
SPWM
1514
Schrum Private Wealth Management
Florida
$234K – – –
BCA
1515
Bay Colony Advisors
Massachusetts
$233K +$29.4K +91 +14%
SVWAG
1516
Sound View Wealth Advisors Group
Georgia
$233K +$24.5K +76 +12%
SSG
1517
Summit Securities Group
New York
$233K +$233K +722 New
GHAM
1518
Gilman Hill Asset Management
Connecticut
$232K -$84.2K -261 -27%
IP
1519
Investment Partners
Ohio
$232K -$125K -389 -35%
NB
1520
Nicolet Bankshares
Wisconsin
$232K – – –
SFG
1521
Steward Financial Group
Texas
$230K -$183K -571 -44%
JAFL
1522
Jay A. Fishman Ltd
Michigan
$228K +$228K +706 New
RWP
1523
Revolve Wealth Partners
New Jersey
$227K +$3.55K +11 +2%
FBB
1524
Fulton Breakefield Broenniman
Maryland
$227K -$1.61K -5 -0.7%
CA
1525
Cornerstone Advisory
Maryland
$226K – – –
59 60
61
62 63